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Tech industry
fromwww.theguardian.com
6 hours ago

Meta reportedly plans sweeping layoffs as AI costs increase

Meta plans layoffs affecting 20% or more of its workforce to offset AI infrastructure costs and prepare for AI-driven efficiency gains.
Tech industry
fromTheregister
1 day ago

Nvidia GTC 2026: What to expect at AI Burning Man

Nvidia acquired Groq's token-generation technology to address performance gaps in AI inference workloads, combining GPU architecture with SRAM-based dataflow systems for improved speed and efficiency.
Tech industry
fromThe Motley Fool
10 hours ago

2 Tech Stocks Built to Compound for a Decade | The Motley Fool

Meta Platforms and Netflix are positioned to outperform the market through 2036 due to strong network effects, AI integration, and dominant market positions in their respective sectors.
Tech industry
fromComputerworld
7 hours ago

Microsoft shuffles leadership as Copilot and AI agents reshape its core products

Microsoft replaces retiring EVP Rajesh Jha with four executives including LinkedIn CEO Ryan Roslansky to lead Microsoft 365 and Windows, prioritizing AI and Copilot integration.
Tech industry
fromWIRED
21 hours ago

6G Is Coming. Here's What to Expect From the Next Generation of Cellular Tech

6G development is underway with expected global deployment by 2030, though early hype mirrors unfulfilled 5G promises of transformative applications.
Tech industry
from24/7 Wall St.
1 day ago

Lumentum CEO: sold out through end of 2027, no end in sight

Lumentum manufactures critical optical components for AI data centers and is sold out through 2027 with demand exceeding supply by 25-30% despite running at full capacity.
Tech industry
fromZDNET
1 day ago

MacBook Neo proves that Microsoft had the right idea, but the wrong execution

MacBook Neo succeeds where Microsoft's Surface RT failed over a decade ago by combining superior execution, effective branding, and strategic timing to capture an existing consumer demographic.
#chrome-arm64-linux
Tech industry
fromTheregister
16 hours ago

ARM64 Linux users finally get Chrome date

Google will release Chrome for ARM64 Linux devices in Q2 2026, finally bringing official Chrome support to this platform after years of availability on other ARM64 systems.
Tech industry
fromThe Verge
1 day ago

Google Chrome is coming to Arm-powered Linux devices later this year

Google will release Chrome for ARM64 Linux machines in Q2 2026, addressing demand from Arm processor manufacturers and AI computing platforms seeking alternatives to Windows.
Tech industry
fromTheregister
16 hours ago

ARM64 Linux users finally get Chrome date

Google will release Chrome for ARM64 Linux devices in Q2 2026, finally bringing official Chrome support to this platform after years of availability on other ARM64 systems.
Tech industry
fromThe Verge
1 day ago

Google Chrome is coming to Arm-powered Linux devices later this year

Google will release Chrome for ARM64 Linux machines in Q2 2026, addressing demand from Arm processor manufacturers and AI computing platforms seeking alternatives to Windows.
#memory-shortage
Tech industry
fromEngadget
1 day ago

RAMaggedon not expected to ease this year as IDC cuts 2026 PC market forecast again

Global PC shipments are projected to fall 11.6% in 2026 due to persistent memory shortages, with prices unlikely to return to 2025 levels until after 2028.
Tech industry
fromEngadget
1 day ago

RAMaggedon not expected to ease this year as IDC cuts 2026 PC market forecast again

Global PC shipments are projected to fall 11.6% in 2026 due to persistent memory shortages, with prices unlikely to return to 2025 levels until after 2028.
fromFortune
23 hours ago

Morgan Stanley sees AI jobs surge in 3 areas related to AI-even though there's not enough revenue yet | Fortune

Typically, headcount growth has been required for revenue growth but AI is changing that relationship. Corporate America is increasingly signaling a decoupling between revenue growth and headcount growth, with executives from companies like Snowflake and Shopify describing how AI tools are allowing them to do more with smaller teams.
Tech industry
Tech industry
fromTNW | Business
20 hours ago

Atlassian is cutting 1,600 jobs and replacing its CTO

Atlassian laid off 1,600 employees (10% of workforce) in March 2026, citing AI adaptation needs, contradicting CEO's October 2025 statement about hiring more engineers.
fromFortune
18 hours ago

The executive driving AT&T's $250B high-stakes bid to connect the AI economy | Fortune

Our vision is that AT&T becomes the highway upon which commerce and AI workloads traverse. That ambition is framed internally not so much as a pivot but as an escalation. McElfresh describes the decision as a reaffirmation of a role the company has played for decades: investing in the systems that made the modern internet possible in the first place.
Tech industry
Tech industry
fromInfoQ
1 day ago

Netflix Uncovers Kernel-Level Bottlenecks While Scaling Containers on Modern CPUs

Netflix discovered that container scaling bottlenecks stem from CPU architecture and Linux kernel mount lock contention, not container runtimes, with performance varying significantly across different hardware topologies.
Tech industry
fromBusiness Insider
21 hours ago

Layoffs or an AI pivot? It's hard to tell the difference now

Companies are framing layoffs as AI-driven strategic pivots to improve stock performance and investor perception, while underlying causes include pandemic overhiring, stock decline, and RSU compensation burdens.
Tech industry
from24/7 Wall St.
14 hours ago

IBM Has Fallen 16% as Anthropic Puts Them In The Bullseye

IBM's stock fell 13% after Anthropic announced Claude Code could automate COBOL modernization, IBM's core consulting business, triggering market concerns about AI disrupting its revenue model.
Tech industry
fromFortune
23 hours ago

If you want a promotion at Accenture, CEO says you've got to use AI | Fortune

Accenture mandates AI tool proficiency for employee advancement, investing $865 million in reskilling programs over three years as part of a $3 billion AI integration initiative.
Tech industry
fromFortune
22 hours ago

Microsoft's IPO turns 40 today. If you invested $1,000 in Microsoft in 1986, you'd have $5.5 million today | Fortune

Microsoft transformed from a two-person software company spotting opportunity in a 1975 magazine cover into a global technology giant reshaping how the world works, communicates, and builds over five decades.
Tech industry
fromTheregister
17 hours ago

Org changes at Microsoft as Rajesh Jha prepares to retire

Microsoft EVP Rajesh Jha retires after 35 years, triggering leadership reorganization with four new EVPs reporting directly to CEO Satya Nadella.
Tech industry
fromFast Company
20 hours ago

Is it even possible to decentralize social networking?

Jay Graber stepped down as Bluesky CEO to become chief innovation officer, with venture capitalist Toni Schneider taking the interim CEO role to help scale the platform's growth.
Tech industry
fromTheregister
2 days ago

Meta reveals custom AI chips it says beat Nvidia

Meta unveiled four custom AI chips (MTIA 300, 400, 450, 500) developed with Broadcom, with some in production and others launching through 2027 to power AI inference and recommendation workloads.
Tech industry
fromComputerworld
14 hours ago

Adobe CEO steps down after 18 years

Adobe's outgoing CEO Shantanu Nerella is recognized for 18 years of leadership and positioning the company for AI-driven success, though analysts question whether new leadership can maintain competitive advantage amid intensifying AI competition.
fromTheregister
1 day ago

Adobe CEO Shantanu Narayen to step down after 18 years

As a company that has prided itself on creating categories, our AI transformation begins with a focus on customer-centric product strategy to anticipate and fulfill the diverse needs of a large and growing customer base.
Tech industry
fromBusiness Insider
22 hours ago

I moved to Seattle to help me land a job at Amazon. Now I live a 7-minute walk from the office - and it's given me a career edge.

To set myself up for success, I was very strategic about where I chose to live. I realized there were roles that checked all my boxes in the Seattle area, so in early 2024, I decided to move there and stay with a friend to save on rent while applying for jobs.
Tech industry
Tech industry
fromTheregister
1 day ago

Oracle tops up restructuring fund for FY26 by $500M

Oracle increased restructuring funding by $500 million to $2.1 billion, using AI tools to reduce engineering teams while funding massive datacenter expansion and a $300 billion OpenAI contract.
Tech industry
fromEngadget
1 day ago

Google's GFiber internet business is merging with Astound Broadband

Google Fiber merges with Astound Broadband under Stonepeak majority ownership, with Alphabet retaining minority stake and expected Q4 2025 close.
Tech industry
fromEngadget
1 day ago

Adobe CEO Shantanu Narayen plans to step down after 18 years

Adobe CEO Shantanu Narayen, who led the company's transformation to software-as-a-service over 18 years, plans to step down when a successor is named and will remain as board chair.
fromTheregister
1 day ago

Google's fiber biz and Stonepeak's Astound Broadband merge

Google Fiber, now just GFiber, will merge with Stonepeak's Astound Broadband to create a new network provider. Stonepeak will hold a majority ownership stake, while the existing GFiber executive team will run the company. According to the pair, the move gives GFiber the external capital and necessary focus to drive its next phase of expansion, allowing it to buildout its fiber footprint across the US.
Tech industry
fromTelecompetitor
1 day ago

GFiber to combine with Astound

GFiber has always been about pushing the boundaries of what's possible for internet speed and service. This partnership with Astound and Stonepeak is the next step in our decade-long mission to redefine what customers can expect from their internet provider. It's a strategic opportunity to scale our customer-focused approach to connect more households to a truly different type of internet service.
Tech industry
Tech industry
fromEngadget
1 day ago

Another longtime Microsoft executive is retiring

Rajesh Jha, Microsoft's head of Experiences + Devices, departs after 35 years, with his responsibilities distributed among four promoted executives reporting directly to CEO Satya Nadella.
Tech industry
from24/7 Wall St.
1 day ago

Dorsey predicts mass AI-driven layoffs across tech industry

Jack Dorsey cut Block's workforce by 40% due to AI capabilities making smaller teams more productive, predicting most companies will follow within a year.
#ai-infrastructure-investment
Tech industry
from24/7 Wall St.
2 days ago

Google's AI Dominance Is Being Tested. Here's What Investors Need to Know

Alphabet's AI infrastructure scales rapidly with impressive revenue growth, but massive CapEx doubling to $175-185 billion in 2026 creates investor uncertainty despite strong fundamentals.
fromNieman Lab
3 days ago
Tech industry

As AI data centers scale, investigating their impact becomes its own beat

Tech giants are investing over $700 billion in massive AI data centers, creating urgent investigative opportunities for journalists to expose environmental and community health impacts.
fromFuturism
4 days ago
Tech industry

Oracle Axing Huge Number of Jobs as AI Crisis Intensifies

Major AI companies face severe financial strain from massive data center infrastructure investments, with uncertain returns and mounting debt obligations.
Tech industry
from24/7 Wall St.
2 days ago

Google's AI Dominance Is Being Tested. Here's What Investors Need to Know

Alphabet's AI infrastructure scales rapidly with impressive revenue growth, but massive CapEx doubling to $175-185 billion in 2026 creates investor uncertainty despite strong fundamentals.
Tech industry
from24/7 Wall St.
3 days ago

CNBC's Deirdre Bosa Warns Oracle Investors: A $523 Billion Backlog May Not Be What It Seems

Oracle faces a critical timing risk: massive capex spending on data centers may be obsolete before completion as chip cycles accelerate faster than infrastructure can be built.
Tech industry
fromFuturism
4 days ago

Oracle Axing Huge Number of Jobs as AI Crisis Intensifies

Major AI companies face severe financial strain from massive data center infrastructure investments, with uncertain returns and mounting debt obligations.
#ai-driven-workforce-restructuring
fromComputerworld
1 day ago
Tech industry

Atlassian cuts 1,600 jobs to fund AI and enterprise expansion

Atlassian is reducing its workforce by 10% (1,600 roles) to fund AI development and enterprise sales, acknowledging that artificial intelligence is changing the skill mix and number of roles the company requires.
fromTheregister
2 days ago
Tech industry

Atlassian to shed ten percent of staff, because AI

Atlassian is laying off 10% of its workforce to fund AI investment, improve profitability, and adapt its skill mix for future technology needs.
Tech industry
fromTheregister
2 days ago

Atlassian to shed ten percent of staff, because AI

Atlassian is laying off 10% of its workforce to fund AI investment, improve profitability, and adapt its skill mix for future technology needs.
fromBusiness Insider
1 day ago

A software CEO called me on the weekend recently with painful predictions. One is already coming true.

This CEO said stock-based compensation, or SBC, is too high for SaaS companies now. Future revenue growth may not be as strong anymore, so SBC has to come down, and the financial discipline of the software industry has to improve. This year, SaaS companies will have to cut a lot of employees to adjust, he predicted.
Tech industry
Tech industry
fromThe Motley Fool
1 day ago

Here's Why Meta's $135 Billion AI Bet in 2026 Could Backfire on Shareholders | The Motley Fool

Meta's planned capex increase from $72 billion to $135 billion in 2026, primarily for AI infrastructure, risks reducing free cash flow and compressing stock valuations despite revenue growth.
Tech industry
fromFortune
1 day ago

a16z exec Steven Sinofsky had murky dealings with Jeffrey Epstein in his previous life working for Microsoft | Fortune

Steven Sinofsky, former Microsoft Windows president, engaged Jeffrey Epstein as a paid negotiator during his 2012 exit, collecting a $1 million fee while Sinofsky secured a $14 million severance package.
Tech industry
fromThe Nation
1 day ago

Welcome to the Era of the AI-Powered War Machine

Silicon Valley military-tech leaders embrace technological power without ethical constraints, treating coercion as innovation while profiting from weapons systems and surveillance tools that enable repression domestically and internationally.
#ai-transformation
#executive-compensation
fromFortune
1 day ago
Tech industry

Jensen Huang runs the world's most valuable chip company. His bonus is $4 Million-if he's lucky | Fortune

Tech industry
fromFortune
3 days ago

Alphabet CEO Sundar Pichai's new $692 million compensation package hinges on the success of two Google moonshots that aren't making any money | Fortune

Sundar Pichai's $692 million compensation package over three years is contingent on the profitability growth of Alphabet's loss-making subsidiaries Waymo and Wing, with up to $260 million tied to Waymo and $90 million to Wing.
fromFortune
1 day ago
Tech industry

Jensen Huang runs the world's most valuable chip company. His bonus is $4 Million-if he's lucky | Fortune

Tech industry
fromFortune
3 days ago

Alphabet CEO Sundar Pichai's new $692 million compensation package hinges on the success of two Google moonshots that aren't making any money | Fortune

Sundar Pichai's $692 million compensation package over three years is contingent on the profitability growth of Alphabet's loss-making subsidiaries Waymo and Wing, with up to $260 million tied to Waymo and $90 million to Wing.
Tech industry
fromWIRED
2 days ago

Meta Developed Four New Chips to Power Its AI and Recommendation Systems

Meta developed four new AI chips (MTIA 300, 400, 450, 500) for powering generative AI and content ranking, with one in production and three shipping between 2027.
Tech industry
fromwww.theguardian.com
2 days ago

Amazon is determined to use AI for everything even when it slows down work

Amazon employees report that mandatory AI tool integration reduces productivity and creates extra work, while the company prioritizes speed and tracks AI usage despite worker concerns about effectiveness.
Tech industry
from24/7 Wall St.
2 days ago

Look for These AI Titans to Flex Their Muscles at GTC 2026 Next Week

Nvidia's GTC 2026 event could reignite momentum in the AI sector after a sluggish start to the year as investors take profits amid high expenses.
Tech industry
fromTechzine Global
2 days ago

The Zero-Drift Frontier: Modern Edge Demands on Kubernetes

Edge computing has evolved from optional additions to critical enterprise infrastructure, requiring robust offline capabilities and autonomous operation to prevent costly business disruptions.
#oracle-earnings
Tech industry
from24/7 Wall St.
2 days ago

Oracle Stock Surges 9% Post-Earnings: Cloud Revenue Jumps 44%, Infrastructure Up 84%

Oracle's fiscal Q3 2026 results drove a 9% stock surge, with cloud revenue up 44% and cloud infrastructure revenue exploding 84%, primarily driven by AI demand that exceeds supply.
Tech industry
from24/7 Wall St.
2 days ago

Oracle can self-fund AI capex without hitting credit markets, DCLA says

Oracle's earnings beat reversed bearish sentiment by demonstrating self-funding cloud growth and avoiding credit market borrowing despite massive capex spending.
Tech industry
from24/7 Wall St.
2 days ago

Serve Robotics Up 13%: NVIDIA Loves It, Analysts See 67% More Upside

Serve Robotics surged 13% after beating Q4 revenue expectations and raising 2026 guidance to project 10x year-over-year growth, driven by rapid fleet expansion from 100 to 2,000 robots across 20 U.S. cities.
Tech industry
fromTechzine Global
2 days ago

Amazon calls engineers together after AI-related outages

Amazon requires junior and mid-level engineers to obtain senior approval before deploying AI-assisted code changes following multiple outages linked to AI coding tools.
#ai-infrastructure
fromTechRepublic
3 days ago
Tech industry

Nvidia-Backed Nscale Raises $2B as AI Drives 'Largest Infrastructure Buildout in Human History'

from24/7 Wall St.
3 days ago
Tech industry

Reddit Fell in Love With Nebius Then Panic Sold the Wrong Miss

Nebius faces execution risk delivering 6x revenue growth by end-2026 despite $20 billion contract backlog and strong AI demand, with massive capex requirements straining cash flow.
from24/7 Wall St.
4 days ago
Tech industry

5 AI Stocks That Could Be the Next Nvidia - Before Wall Street Figures It Out

NVIDIA's dominance stems from meeting AI infrastructure needs at critical moments; the next generational winner will likely emerge from companies solving physical infrastructure bottlenecks in AI data centers.
Tech industry
from24/7 Wall St.
2 days ago

Nebius Surges 16%: Why NBIS Is the Hottest AI Stock on the Market Right Now

Nebius Group shares surge 16% following approval of a 1.2-gigawatt AI factory campus in Missouri, with Q4 results showing 547% revenue growth and positive adjusted EBITDA for the first time.
Tech industry
fromTechRepublic
3 days ago

Nvidia-Backed Nscale Raises $2B as AI Drives 'Largest Infrastructure Buildout in Human History'

Nscale raises $2 billion at $14.6 billion valuation backed by Nvidia, signaling aggressive investment in AI infrastructure as companies build massive computing clusters for AI model training and deployment.
Tech industry
from24/7 Wall St.
3 days ago

Reddit Fell in Love With Nebius Then Panic Sold the Wrong Miss

Nebius faces execution risk delivering 6x revenue growth by end-2026 despite $20 billion contract backlog and strong AI demand, with massive capex requirements straining cash flow.
Tech industry
from24/7 Wall St.
4 days ago

5 AI Stocks That Could Be the Next Nvidia - Before Wall Street Figures It Out

NVIDIA's dominance stems from meeting AI infrastructure needs at critical moments; the next generational winner will likely emerge from companies solving physical infrastructure bottlenecks in AI data centers.
Tech industry
fromForbes
1 day ago

The Power Of Presence: The Hardest Skill In The Room

AI-driven workforce reductions depend less on individual skills than on how work is structured; roles with digitized workflows and quantifiable inputs/outputs face greater automation vulnerability.
#google-acquisition
Tech industry
fromTechzine Global
2 days ago

Google closes $32B Wiz deal, its largest acquisition ever

Google completed its $32 billion acquisition of Wiz, its largest ever, with Wiz remaining multicloud-compatible across AWS, Azure, Oracle Cloud, and Google Cloud.
Tech industry
fromBusiness Insider
2 days ago

Google officially snaps up Wiz as it closes mammoth $32 billion deal

Google completes its $32 billion acquisition of cybersecurity firm Wiz to strengthen cloud security capabilities amid rising AI-driven threats.
Tech industry
fromTechzine Global
2 days ago

Google closes $32B Wiz deal, its largest acquisition ever

Google completed its $32 billion acquisition of Wiz, its largest ever, with Wiz remaining multicloud-compatible across AWS, Azure, Oracle Cloud, and Google Cloud.
Tech industry
fromBusiness Insider
2 days ago

Google officially snaps up Wiz as it closes mammoth $32 billion deal

Google completes its $32 billion acquisition of cybersecurity firm Wiz to strengthen cloud security capabilities amid rising AI-driven threats.
Tech industry
from24/7 Wall St.
2 days ago

Coherent CEO says NVIDIA supply deal is 'multibillion dollar' and stretches to end of decade

NVIDIA's multibillion-dollar long-term supply agreement with Coherent through decade's end represents a structural shift embedding Coherent deeply in AI infrastructure, centered on silicon photonics and optical interconnects technology.
Tech industry
from24/7 Wall St.
2 days ago

Live Nasdaq Composite: Tech Sentiment Improves but Oil a Wildcard Over Markets

Mixed markets face Middle East tensions and oil supply disruptions, while tech stocks gain on strong Oracle earnings and chip sector strength.
fromThe Verge
2 days ago

Intel announces Core Ultra 270K Plus and 250K Plus, its 'fastest gaming desktop processors ever'

Intel hasn't made it easy to buy a flagship desktop chip. The company's 2022 and 2023 Raptor Lake chips ran hot, power-hungry, and had those infamous crashes, while 2024's Arrow Lake-based Core Ultra 9 285K had lackluster gaming performance that the company has tried to address with updates.
Tech industry
Tech industry
fromBusiness Insider
3 days ago

Oracle to investors: Don't worry about data center spending, company is 'very, very good' at cost-cutting

Oracle forecasts $50 billion in capital expenditures for fiscal 2026, prioritizing cost reduction and accelerated construction timelines to maximize profitability from its AI data center expansion.
fromSecurityWeek
2 days ago

Wiz Joins Google Cloud as Landmark Acquisition Closes

Together, we will offer an AI-powered cybersecurity platform that combines Google's Threat Intelligence and Security Operations with Wiz's Cloud and AI Security Platform to detect, prevent, and respond to threats across all environments. Security teams can detect emerging cybersecurity threats created using AI models, protect against threats to AI models, and leverage AI models to accelerate threat hunting and threat response.
Tech industry
Tech industry
fromArs Technica
2 days ago

FCC chair blasts Amazon after it criticizes SpaceX megaconstellation

Amazon seeks a deadline extension to 2028 for deploying half its Leo satellite constellation, while FCC Chairman Carr publicly criticizes Amazon's regulatory complaints against SpaceX's megaconstellation plans.
Tech industry
fromTechzine Global
2 days ago

AI neocloud Nebius receives $2 billion investment from Nvidia

Nvidia invests $2 billion in Nebius to build over 5 gigawatts of AI capacity by 2030 through collaborative development of AI factories and inference infrastructure.
Tech industry
fromThe Verge
2 days ago

Framework raises RAM and storage prices again

Framework raises RAM and storage prices for the fourth consecutive month due to supplier shortages, with DDR5 RAM now costing $13-$18 per GB and the Desktop base model increasing to $1,269.
Tech industry
fromBusiness Insider
3 days ago

Millions of lost orders, website errors, and 'sharp edges': Amazon cracks down on code changes

Amazon implements stricter code controls and approval processes after recent e-commerce outages, including one linked to its AI coding assistant Q.
Tech industry
fromArs Technica
3 days ago

After outages, Amazon to make senior engineers sign off on AI-assisted changes

Amazon implemented stricter AI coding assistant oversight after incidents caused service outages, requiring senior engineer approval for junior and mid-level engineers' AI-assisted changes.
Tech industry
fromTechCrunch
3 days ago

Exclusive: Hyperscale Power is the latest startup to challenge 140-year-old transformer tech | TechCrunch

Solid state transformers are replacing 140-year-old iron-core transformers to meet surging data center power demands and grid modernization needs.
Tech industry
fromBusiness Insider
3 days ago

AT&T is pouring $250 billion into US telecom infrastructure to try to win in the AI age

AT&T is investing $250 billion over five years to replace copper infrastructure with fiber, 5G, and satellite networks to support AI-driven connectivity demands.
Tech industry
from24/7 Wall St.
4 days ago

TELUS CEO's Parting Shot: '$2 Billion in AI Revenue by 2028' Is the Number He Wants Investors to Remember

TELUS transformed from a phone company into an AI and healthcare business, with AI revenue projected to grow from $800 million in 2025 to $2 billion by 2028, while TELUS Health explores strategic partnerships for monetization.
Tech industry
fromBusiness Insider
3 days ago

Mark Zuckerberg just posted a totally normal and fine photo with Alexandr Wang

Meta's CEO posted a photo with Scale AI founder Alexandr Wang to counter rumors of tension following a company AI reorganization that created a separate applied AI team.
Tech industry
fromThe Verge
3 days ago

The twist in the Ticketmaster antitrust fight

The Department of Justice and Live Nation-Ticketmaster settled their antitrust case, ending the trial before it could fully expose industry practices and potentially reshape the company's operations.
#hpe-pricing-strategy
Tech industry
from24/7 Wall St.
3 days ago

Why ASML Investors Shouldn't Worry About Competition From China

ASML maintains an unassailable monopoly on EUV lithography equipment due to 30+ years of R&D, 100,000 components from 5,000 suppliers, and impenetrable patents, making Chinese competition unlikely before 2030.
from24/7 Wall St.
3 days ago

The Mag 7 or Terrific 2? Which Tech Giants are Best Positioned for What Comes Next in AI?

With a good round of earnings season and a mediocre (or even awful) round of post-quarter reactions in the books for some of the mega-cap tech heroes, questions linger as to whether the names are still worth touching. The contracted valuations are certainly tempting, but then again, they're spending so much on AI-related CapEx with no guarantee that it'll pay off.
Tech industry
Tech industry
fromBusiness Insider
3 days ago

Tech employees are losing confidence faster than workers in any other sector

Tech sector employee confidence dropped 7.1% year-over-year to 47.8% in February, driven by AI concerns, past overhiring, and ongoing layoffs despite increased AI investment.
fromApp Developer Magazine
1 year ago

Red Hat drives network modernization and AI at global scale

The foundation for modernization rests on a consistent environment that can host virtual machines and cloud native applications side by side. Red Hat OpenShift and Red Hat OpenStack Platform together create a unified telco cloud that supports high throughput network functions and the container platforms used by modern application teams.
Tech industry
Tech industry
fromBusiness Insider
4 days ago

Despite concerns of a bubble, CEOs say they are spending big on AI this year

Despite concerns about AI hype, 80% of CEOs plan to allocate at least 5% of capital budgets to AI this year, with cybersecurity spending increasing due to AI-related risks.
Tech industry
from24/7 Wall St.
3 days ago

The Stock Is Up 11% This Week and Reddit Is Bullish but the Math Is Uncomfortable

Cloudflare surged 12.7% after Q4 2025 earnings with strong revenue growth and AI positioning, but widening GAAP losses and a 169x forward P/E raise valuation concerns.
fromZDNET
3 days ago

AI job paradox: Occupations seeing greatest losses also see greatest gains - here's why

What we're seeing is a reorganization of work, not a simple expansion or contraction of headcount. AI is taking over repetitive, manual tasks inside these roles. At the same time, it's creating entirely new responsibilities around AI integration, governance, data engineering, security, and performance oversight.
Tech industry
Tech industry
fromApp Developer Magazine
1 year ago

Sinch introduces agentic conversations to power enterprise AI engagement

Sinch launches agentic conversations to enable enterprises to deploy AI agents across messaging, voice, and email channels globally with flexible, open infrastructure.
Tech industry
from24/7 Wall St.
5 days ago

$150 Oil Won't Hurt Broadcom's Business, But It Could Still Hurt the Stock

Broadcom's AI infrastructure backlog and asset-light business model insulate it from direct oil price impacts, but high valuation multiples expose it to broader inflation and rate-driven market corrections.
Tech industry
fromTNW | Google
5 days ago

Alphabet handed Sundar Pichai a $692M pay package

Alphabet's board tied Sundar Pichai's $692 million three-year compensation package primarily to Waymo and Wing performance, signaling commitment to these capital-intensive subsidiaries as strategic priorities.
Tech industry
fromFast Company
4 days ago

Microsoft CEO Satya Nadella says company is 'long on gaming' amid rumors of 'sunsetting' Xbox due to AI

Microsoft CEO Satya Nadella assures Xbox employees and players that the console's future remains secure despite AI industry shifts and leadership changes.
fromTheregister
5 days ago

Bug that wiped customer data saved the day - and a contract

I looked at the config and noticed the customer did not have a default route set. He wasn't sure if that was the problem, so he made some changes he thought might be useful. The router Caleb worked on then rebooted, which he expected. But when it restarted, its previous configuration was gone.
Tech industry
Tech industry
fromKotaku
4 days ago

Epic Games Attempts to Clarify Google's Muzzling of Tim Sweeney

Epic Games' settlement with Google includes a clause restricting criticism of Google Play policies until 2032, though Epic clarifies other Google topics remain open for criticism.
Tech industry
fromwww.theguardian.com
5 days ago

Current and former Block workers say AI can't do their jobs after Jack Dorsey's mass layoffs: You can't really AI that'

Block CEO Jack Dorsey laid off nearly half the workforce citing AI productivity gains, but current and former employees dispute claims that AI tools can replace workers at this scale.
Tech industry
fromFuturism
6 days ago

Drama Erupts Over Claims That Microsoft Will Embrace AI Even More Drastically in Windows 12

Microsoft's attempt to suppress the term 'Microslop' on Discord backfired, triggering the Barbra Streisand effect and forcing the company to shut down the server entirely.
Tech industry
from24/7 Wall St.
6 days ago

Is Marvell Finally Closing the Gap on Broadcom? Cramer Thinks So

Broadcom significantly outperformed Marvell in the AI chip era despite both benefiting from the same custom silicon tailwind, though Marvell's recent strong quarters and positive guidance suggest the performance gap may be narrowing.
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